UBS Group
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UBS Group’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

UBS Group’s Portfolio SIMS Stock Details SIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24K Buy
+510
New +$23.3K ﹤0.01% 8054
2025
Q4 		– Sell
-2,243
Closed -$95.2K – 11096
2025
Q3 		$95.2K Sell
2,243
-685
-23% -$26.6K ﹤0.01% 7152
2025
Q2 		$104K Buy
2,928
+889
+44% +$28.6K ﹤0.01% 7212
2025
Q1 		$63.1K Buy
2,039
+424
+26% +$14.1K ﹤0.01% 7399
2024
Q4 		$55.2K Sell
1,615
-354
-18% -$12.7K ﹤0.01% 7236
2024
Q3 		$67.9K Buy
1,969
+53
+3% +$1.81K ﹤0.01% 6625
2024
Q2 		$63.8K Sell
1,916
-1,407
-42% -$47.6K ﹤0.01% 6495
2024
Q1 		$115K Sell
3,323
-71
-2% -$2.37K ﹤0.01% 6159
2023
Q4 		$117K Buy
3,394
+2,737
+417% +$86.7K ﹤0.01% 6091
2023
Q3 		$20.9K Buy
657
+377
+135% +$13.2K ﹤0.01% 6781
2023
Q2 		$10.1K Buy
+280
New +$9.43K ﹤0.01% 7153
2023
Q1 		– Sell
-813
Closed -$26.6K – 10297
2022
Q4 		$26.6K Buy
813
+263
+48% +$8.91K ﹤0.01% 7364
2022
Q3 		$18K Buy
+550
New +$19.7K ﹤0.01% 7537
2022
Q2 		– Sell
-963
Closed -$39K – 10876
2022
Q1 		$39K Sell
963
-1,078
-53% -$43.4K ﹤0.01% 6739
2021
Q4 		$93K Buy
2,041
+1,278
+167% +$59.1K ﹤0.01% 6378
2021
Q3 		$33K Buy
+763
New +$35K ﹤0.01% 6675
2020
Q2 		– Sell
-3,215
Closed -$74K – 8318
2020
Q1 		$74K Buy
+3,215
New +$95.8K ﹤0.01% 5529
2019
Q1 		– Sell
-848
Closed -$21K – 8117
2018
Q4 		$21K Sell
848
-1,231
-59% -$32.9K ﹤0.01% 6755
2018
Q3 		$64K Buy
2,079
+446
+27% +$13.7K ﹤0.01% 5964
2018
Q2 		$48K Sell
1,633
-728
-31% -$21.4K ﹤0.01% 5993
2018
Q1 		$69K Buy
+2,361
New +$71.7K ﹤0.01% 5483

Other funds holding SIMS

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group's SIMS Position: Q2 2026 in Review

UBS Group opened a new position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2026: 510 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #8054 among its holdings. This is a return to the name: UBS Group previously reported a position in SIMS as recently as Q3 2025.

UBS Group first reported a position in SIMS in Q1 2018 and has held it in 21 quarters since. The position peaked at $117K in Q4 2023. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

  • UBS Group held 510 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $24K as of Q2 2026.
  • State Street SPDR S&P Kensho Intelligent Structures ETF was a new UBS Group position in Q2 2026.
  • State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8054 holding.
  • UBS Group first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2018 and has held it in 21 quarters since.
  • UBS Group's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $117K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.